Investment Strategy

MARKETS AND INVESTING August 27, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Debates on stimulus & the debt ceiling still to come Updated dot plot may shift rate hike expectations Fda approval will lead to boosters & new mandates As Labor Day, the unofficial end to summer, draws near, […]

MARKETS AND INVESTING August 27, 2021   Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy. Short-Term Summary: The Delta variant has been a headwind for the recovery over the past couple of months, along with areas most levered to the economy. Throughout the resurgence in Covid […]

MARKETS AND INVESTING August 23, 2021   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. An industry pretense portrays symbolic images devoted to bond versus stock folks. Stock disciples advocate purchasing stocks when the market is bullish. You must get in while stocks surge and participate in the riches accumulated […]

MARKETS AND INVESTING August 20, 2021   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways All sectors & industries investing in technology Share repurchases reach a new post-COVID peak Dividend growth critical given low interest rates Expanding upon the insights we received from listening to 2Q earnings conference calls was the message […]